Institutional Ownership Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 1.8 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
12,684
shares
|
$952,187
0.0% of portfolio
|
Q1 2024
Added 13.58%
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
12,581
shares
|
$944,455
0.06% of portfolio
|
Q1 2024
Added 10.33%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
12,536
shares
|
$941,077
0.0% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
Money Design Co.,Ltd.
|
Apr 26, 2024 Q1 2024 |
12,334
shares
|
$925,913
0.05% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
11,839
shares
|
$888,753
0.0% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
Claro Advisors LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
10,932
shares
|
$820,665
0.16% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,708
shares
|
$803,849
0.02% of portfolio
|
Q4 2022
Added 3.14%
|
|
Vontobel Holding Ltd.
|
May 10, 2024 Q1 2024 |
10,516
shares
|
$789,436
0.01% of portfolio
|
Q4 2023
Reduced 0.6%
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
10,400
shares
|
$780,727
0.28% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
Hsbc Holdings PLC
London, X0 |
May 15, 2024 Q1 2024 |
10,100
shares
|
$758,206
0.0% of portfolio
|
Q1 2024
Reduced 64.06%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 18, 2024 Q1 2024 |
9,561
shares
|
$717,744
0.19% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
9,494
shares
|
$712,714
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
9,480
shares
|
$711,663
0.0% of portfolio
|
Q1 2023
Added 245.28%
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
8,980
shares
|
$674,128
0.14% of portfolio
|
Q2 2023
Reduced 51.11%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
8,812
shares
|
$661,516
0.45% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
8,583
shares
|
$644,325
0.01% of portfolio
|
Q1 2024
Added 1.18%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
8,208
shares
|
$616,174
0.0% of portfolio
|
Q1 2024
Reduced 4.71%
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
May 28, 2024 Q1 2024 |
7,242
shares
|
$543,656
0.3% of portfolio
|
Q4 2023
Reduced 4.45%
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 15, 2024 Q1 2024 |
7,220
shares
|
$542,005
0.42% of portfolio
|
Q1 2024
Added 0.98%
|
|
Whelan Financial
|
Apr 19, 2024 Q1 2024 |
7,155
shares
|
$537,125
0.26% of portfolio
|
Q1 2024
Reduced 6.76%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 30, 2024 Q1 2024 |
6,998
shares
|
$525,339
0.01% of portfolio
|
Q1 2024
Added 0.89%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
6,945
shares
|
$521,361
0.01% of portfolio
|
Q1 2024
Added 4.37%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
6,520
shares
|
$489,456
0.06% of portfolio
|
Q1 2024
Reduced 37.56%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
6,011
shares
|
$451,245
0.02% of portfolio
|
Q1 2024
Added 5.66%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
5,980
shares
|
$448,918
0.05% of portfolio
|
Q1 2024
Added 0.79%
|